Investing and Advice
Aviso Webinar: Year-end tax tips – 23 for '23
If you’re seeking tax saving opportunities, relevant to both the time of year and the stage in your life, join us for a 60-minute webinar with tax expert Doug Carroll. Doug will share 23 tax tips for you to consider before year-end that will help keep your finances on track in 2024.
Doug will walk you through 2023-specific changes to be aware of, such as the introduction of the new First Home Savings Account (FHSA), the end of the streamlined process for claiming work-from-home tax breaks, and cautions for those contemplating or carrying spousal investment. He will also provide important information for investors and business owners on standard year-end tax-savings topics.
About the presenter
- Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
- He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
- Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
- He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.
Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.
Backed by over 80 years of experience helping Ontarians realize their life goals through smart financial planning, ECU – A Division of WFCU Credit Union’s wealth management division, Avanti Investment Services, in partnership with Credential Asset Management Inc., is highly qualified to assist you with your financial planning, investment portfolio, and wealth management needs.
Our Avanti Investment Services team, with support from our partners, offers personalized service and is dedicated to working with you to define your goals and develop your investment portfolio through an extensive selection of products and services.
Whether you’re saving for your first home, planning for retirement, or protecting your estate, our team is here to help you achieve your financial goals – even in a challenging marketplace.
What are your investment goals?
Do you want more flexibility, a potentially higher return, and a diversified financial portfolio? ECU – A Division of WFCU Credit Union provides a full range of investment options that can offer:
- Escalating guaranteed rates
- Access to your funds
- Regular income
- Higher rates for locked-in investments
With over four decades of experience in helping people achieve their financial goals, ECU – A Division of WFCU Credit Union, in partnership with Credential Asset Management Inc., is highly qualified to assist you with your financial planning needs.
For more information about our Investing and Advice services:
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.